What you need to know
Qualifications
During business hours
Mark is part of our senior management team and provides important oversight of our regulatory obligations. With more than 20 years of experience in compliance managerial and supervisory roles within financial services, Mark brings a wealth of expertise to the table.
Mark is responsible for organising and managing compliance, specifically the introduction of Consumer Duty, managing the training and competence scheme of consultants, and managing the paraplanning team. He is responsible for ensuring our client and service propositions are delivered in an efficient, compliant and robust way, while maintaining high levels of risk management and operational effectiveness.
Out of office hours
Outside of work, Mark likes to keep busy by spending time with his family, supporting his local football team, walking in the Peak District, and travelling overseas.
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Apogee Wealth Management Limited is authorised and regulated by the Financial Conduct Authority (503713). Registered in England and Wales at No.1 Booths Park, Chelford Road, Knutsford, Cheshire, WA16 8GS. Company Registration Number: 06925283.
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